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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?


To: wily who wrote (5155)8/22/2000 2:31:05 PM
From: Steve  Read Replies (1) | Respond to of 8393
 
Nice exercise, thanks.

I think you need to divide all your market share projections by a factor of 10 (OUM taking 75% of the flash memory market inside 4 years ? hmmm), and increase the market size numbers by about 20% (because chip market size projetions are _always_ low).

I think this way OUM ends up adding about $75 instead of $500 to the stock price by 2004. Still not a bad return, and based on more conservative numbers. And there are those fuel cells to count in too...



To: wily who wrote (5155)8/22/2000 2:59:07 PM
From: Krowbar  Respond to of 8393
 
Well, it would be nice to see your wag projections come true. If so, I'll be doing some solar projects in Dallas.

BTW, I have heard, strictly an unconfirmed rumor at this point, that a large number of UniSolar panels will be installed at the DFW airport, on carports.

Del